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Disclosery

Cornerstone Planning, LLC: COST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cornerstone Planning, LLC on COST, newest first. How the timeline and the estimate are built.

Cornerstone Planning, LLC held 3,576 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,576 shares
    Change vs previous 13F +32 shares

    0.77% of the 13F portfolio, value $3,345,559.

    13F-HR 0002063364-26-000234 filed by Cornerstone Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,544 shares
    Change vs previous 13F +61 shares

    0.8% of the 13F portfolio, value $3,533,634.

    13F-HR 0002063364-26-000151 filed by Cornerstone Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,483 shares
    Change vs previous 13F +1,183 shares

    0.7% of the 13F portfolio, value $3,002,879.

    13F-HR 0002063364-26-000084 filed by Cornerstone Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 2,300 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $2,107,421.

    13F-HR 0001802105-25-000003 filed by Cornerstone Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).